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Make Your KPIs More Meaningful
What are employees working toward? They need to know.
By Jody Padar
Radical Pricing – By The Radical CPA
Key performance indicators separate the signals from the noise. Throwing timesheets into the trash is your opportunity to focus all your attention on what is most important to your firm’s continued success.
MORE by Jody Padar
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Good KPIs are quantifiable measurements agreed to beforehand. They must be important to the organization as a whole and specific. Here are a few examples you might consider adopting:
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Agentic AI Needs Guardrails, Not Hype | ARC
Accountants should demand systems that reveal their work, respect boundaries, and produce results humans can verify.
Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer
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Accounting ARC
With Donny Shimamoto, Liz Mason, and Byron Patrick
Center for Accounting Transformation
Agentic AI does not have to replace an accountant to transform accounting. Its more practical role may be far less dramatic — and far more useful.
In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, explore how narrowly focused AI agents can help professionals retrieve information, analyze data, navigate systems, and make better-informed decisions.
MORE Accounting ARC: AI Isn’t Erasing Tax Careers. It’s Rewriting Them. | Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting’s Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet
Their conversation challenges one of the dominant narratives surrounding agentic AI: that firms should build autonomous digital employees capable of handling everything a staff accountant does. Instead, the hosts envision specialized agents that operate within structured systems, perform clearly defined tasks, and show users how they reach their conclusions.
“If you have agentic AI that’s built into an architecture that already exists, there’s a whole lot more that has to happen from a training perspective,” says Mason, CEO of High Rock Accounting.
That architecture, she explains, can include multiple agents working together rather than one agent attempting to handle an entire assignment.
Can AI Finally Tame the K-1?
K1x Is Betting $175 Million on It.
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By Seth Fineberg
For CPA Trendlines
K1x is putting $175 million in new investment behind an expansion of its K-1 technology platform, with plans to accelerate product development, broaden its offerings and build a more standardized system for managing partnership tax data.
MORE K1x: K1x Secures $175 Million for Private Markets AI Tax Tech | Private Market Tax Is Heading for a Collision | The 3-Part Framework Firms Are Using to Fix K-1 Chaos | Why the Future of Tax Isn’t Compliance—It’s Timing | AI Tax App Crashes Financial Stocks on Wall Street | MORE A.I. | MORE CPA Trendlines Streaming Network
CEO John LaMancuso says the company is pushing beyond automating individual K-1 tasks. K1x wants to connect K-1 creation and aggregation into a unified platform that can move tax data among CPA firms, investment funds and investors with less manual handling.
“Start with the bottleneck, not the technology,” LaMancuso says.
New Guide Shows How Firms Build New Sales Tax Service Lines
New CPA Trendlines / Avalara playbook shows accountants don’t need to be SALT specialists before they can help.
Sales tax is getting harder for clients to manage.
By CPA Trendlines
with Avalara
Sales tax used to be easy to leave to somebody else.
That gets harder as clients sell more products and services across more state and local boundaries. The accountant may not consider sales tax part of the engagement. The client may assume it is.
Download the guide: From Generalist to SALT-Savvy: How Accounting Practitioners Can Build Sales Tax Expertise That Wins Clients.
A new guide from CPA Trendlines and Avalara takes aim at the gap.
“From Generalist to SALT-Savvy: How Accounting Practitioners Can Build Sales Tax Expertise That Wins Clients” is now available, with a practical roadmap for accounting firms that want to add sales tax compliance and advisory work without first building a full-fledged state and local tax practice.
Fourteen Merger Musts to Settle
It will be several months well spent.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
So, you’ve met a potential merger candidate. Great!
MORE by Marc Rosenberg
Exclusively for PRO Members. Log in here or upgrade to PRO today.
But wait! Curb your enthusiasm long enough to take an objective look at the future, using at least these 14 sets of questions: READ MORE →